TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on retirement planning and protection.

The Tapered Annual Allowance Tax Calculation

Understanding adjusted income and threshold income is key to understanding the tapered annual allowance – one of the most complex restrictions to pension funding.

SICK PAY & WORKPLACE PENSIONS

We explain workplace pension contributions during periods when employees receive SSP and/or occupational sick pay.

REFLECTIONS ON THE EQUALITY ACT 2010

The tenth anniversary of the Equality Act 2010 is a useful prompt to consider the current implications for insurance.

SOLVING THE SMALL POTS PROBLEM

We examine the options for addressing the proliferation of small workplace pension pots.

KEY FACTORS IMPACTING INTERGENERATIONAL PLANNING

Examining the reasons why a more holistic intergenerational planning approach can benefit advisers and help clients secure their families’ financial future.

REDUNDANCY AND PENSIONS

An overview of the taxation of redundancy payments and whether they can be used to support pension contributions.

PENSION TRANSFERS & IHT – STAVELEY SUPREME COURT RULING

We consider the IHT implications of the Supreme Court ruling for pension scheme members in severe ill-health who die within two years of making a transfer.

KNOW YOUR LIMITS – OUR FAQs ON PENSION ALLOWANCES

As the end of tax year approaches, we provide a summary of our most common questions on pensions allowances.

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